- Deal Automation
- Deal Stage Tracking
- Deal stage tracking
Track deal transitions to specific stages
Automate the monitoring and handling of deal stage changes by detecting when a deal reaches specific milestones and routing relevant information to your chosen tools. This ensures you’re always informed, enabling timely follow-ups, performance insights, and seamless notifications without manual intervention. Streamline data capture and task creation to maintain organization, track lost deals insights, and trigger performance tracking automatically.
Filter by common apps:
Google Calendar
Zendesk Sell
Filter by Zapier
Pipedrive
Code by Zapier
HubSpot
Google Chat
Follow Up Boss
Google Sheets
Formatter by Zapier
Zapier Tables
Funnelytics
PandaDoc
Microsoft Dynamics 365 CRM
Klaviyo
- Automatically Move Your Deal to the Next Stage After Your Google Calendar Event Ends in Zendesk Sell
- Stay on Track: Automatically Mark Activities as Completed in Pipedrive When Deal Stage Changes
Stay on Track: Automatically Mark Activities as Completed in Pipedrive When Deal Stage Changes
- Seamlessly Transition Deals and Notify Contacts with HubSpot
Seamlessly Transition Deals and Notify Contacts with HubSpot
- Stay Informed: Automatically Update Pipedrive Deals and Notify Your Team via Google Chat
Stay Informed: Automatically Update Pipedrive Deals and Notify Your Team via Google Chat
- Stay Organized: Log New Deals in Google Sheets and Activate Follow-Up Plans with Follow Up Boss
Stay Organized: Log New Deals in Google Sheets and Activate Follow-Up Plans with Follow Up Boss
- Stay Organized: Automatically Track and Record Deal Progress in HubSpot with Zapier Tables
Stay Organized: Automatically Track and Record Deal Progress in HubSpot with Zapier Tables
- Receive Targeted Marketing Insights When Deal Stages Change in Pipedrive
Receive Targeted Marketing Insights When Deal Stages Change in Pipedrive
- Stay in Sync: Automatically Update Opportunity and Deal Stages in Microsoft Dynamics 365 and HubSpot When PandaDoc Document is Completed
Stay in Sync: Automatically Update Opportunity and Deal Stages in Microsoft Dynamics 365 and HubSpot When PandaDoc Document is Completed
- Stay Engaged: Automatically Create a Klaviyo Event When a Deal Reaches Signed Stage in Zendesk Sell
Stay Engaged: Automatically Create a Klaviyo Event When a Deal Reaches Signed Stage in Zendesk Sell
